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Otter Tail

342 hedge funds and large institutions have $2.13B invested in Otter Tail in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 107 increasing their positions, 128 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $2.21B → $2.13B (-$79.5M)

16% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 128

Holders
342
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$825K
Puts
$501K
Net Calls
Net Calls Change

Top Buyers

1 +$12.8M
2 +$12.2M
3 +$7.57M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$4.92M
5
LSV Asset Management
LSV Asset Management
Illinois
+$4.6M

Top Sellers

1 -$19.5M
2 -$11.1M
3 -$6.71M
4
TI
Trexquant Investment
Connecticut
-$6.15M
5
Invesco
Invesco
Georgia
-$5.06M
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
276
Cherry Tree Wealth Management
Minnesota
$35K
CCM
277
Chilton Capital Management
Texas
$32.8K
MAFA
278
MJT & Associates Financial Advisory
Minnesota
$32.4K
SSG
279
Summit Securities Group
New York
$32K
IA
280
IFP Advisors
Florida
$31.4K
WFA
281
West Financial Advisors
Iowa
$25.7K
HWM
282
HighMark Wealth Management
Minnesota
$25.5K
GI
283
GAMMA Investing
California
$23.1K
VWM
284
Vermillion Wealth Management
Minnesota
$23.1K
BTI
285
Blue Trust Inc
Georgia
$20.4K
Fuller & Thaler Asset Management
286
Fuller & Thaler Asset Management
California
$20.3K
HCA
287
Harbor Capital Advisors
Illinois
$20K
HWM
288
Hemington Wealth Management
Virginia
$18K
Nomura Asset Management
289
Nomura Asset Management
Japan
$17K
EWA
290
EverSource Wealth Advisors
Alabama
$16.7K
NEWAS
291
N.E.W. Advisory Services
Wisconsin
$15.4K
IBOK
292
Independence Bank of Kentucky
Kentucky
$15.4K
IWP
293
IAG Wealth Partners
Wisconsin
$15.4K
SWIM
294
Smallwood Wealth Investment Management
New Jersey
$14.9K
MCM
295
MAI Capital Management
Ohio
$12.7K
PMFA
296
Plante Moran Financial Advisors
Michigan
$12.4K
Bessemer Group
297
Bessemer Group
New Jersey
$12K
AAS
298
Ameritas Advisory Services
Nebraska
$11.6K
S
299
SignatureFD
Georgia
$8.87K
BFPW
300
BOK Financial Private Wealth
Colorado
$8.19K